Crm database manager temp jobs

About Bank Workers Charity

We’re the charity for past and present bank employees and their families – here when life gets tough.

Every year, we help thousands of people navigate challenges like financial problems, mental health concerns, housing issues and more. We do that through free, confidential support-from expert advice and specialist referrals to financial grants.

We believe everyone deserves support when they need it most and we work hard to make sure that happens. If you care about making a real difference to people’s lives, you’ll be in good company

About the role

We are looking for an experienced and compassionate Interim Visiting Caseworker to join our Services & Grants team for 12 months. This home-based role will support clients across the North West of England, with regular travel to meet clients and work with partners.

You will manage a varied caseload, complete in-depth assessments by phone, video call or face to face, and provide practical advice, advocacy and ongoing support to clients experiencing crisis, distress, financial difficulty, disability, long-term health conditions or other complex challenges.

Key responsibilities

• Assess client needs and agree tailored support plans.
• Provide advice and guidance on welfare benefits, budgeting, housing, employment, care, debt and wellbeing.
• Support benefit checks, mandatory reconsiderations and appeals where appropriate.
• Prepare clear case notes and grant reports and maintain accurate records.
• Work with statutory agencies, partners and referral organisations to secure the right support for clients.
• Follow safeguarding, confidentiality, data protection and lone working procedures at all times.

About you

You will have significant experience supporting people in distress or crisis, including people living with disability, long-term health conditions or complex personal circumstances.

You will be confident managing a caseload, assessing needs, prioritising effectively and building trust while maintaining clear professional boundaries.

• Strong knowledge of welfare benefits and client support services.
• Excellent communication, administration and report-writing skills.
• Ability to work independently from home and travel regularly across the North West.
• Willingness to travel to London at least once a month, and more often where required.
• Experience of grant administration, partnership working, CRM systems or benefit appeals would be advantageous.

What we offer

We’ve put a lot of energy into being a great place to work. We’re proud of our supportive culture and commitment to equality, diversity and inclusion. There are plenty of learning opportunities, and as a wellbeing charity we aim to be a leader in wellbeing support for our people.

Our benefits include

• 28 days holiday, plus statutory bank holidays
• 8% employer contribution to Bank Workers Charity’s pension scheme and up to 3% matched with employee contributions
• A wide range of employer funded wellbeing experiences through Heka
• Flexible benefit provision (including Bupa plan, cycle to work, payroll giving and electric car scheme)
• Group Life Cover (three times annual salary)
• Weekly wellbeing half hour
• Employee Assistance Programme

If you are a skilled caseworker who can quickly build relationships, provide practical and compassionate support, and make a meaningful difference to people facing challenging circumstances, we would welcome your application.

Do you want to use your excellent customer service, administrative and organisational skills to make a real difference to the lives of people affected by kidney disease?

We’re looking for a motivated and enthusiastic Community Fundraising Assistant to join our friendly, busy and high performing team on a temporary basis.If you are passionate about excellent supporter care, have great attention to detail, and want to be part of work that genuinely transforms lives, we would love to hear from you.

About Kidney Care UK

There are 7.2 million people with some form of chronic kidney disease (CKD) in the UK, equivalent to 1 in 10 people. There are one million people in the UK who have CKD but are not aware of it.

Since 1975, Kidney Care UK has been at the forefront of supporting people with kidney disease. From our early days when we campaigned to introduce donor cards in the UK, we have worked hard to support and represent the interests of everyone affected by kidney disease.

About the role

The Community Fundraising Assistant will provide administrative, fundraising and event support to the Events and Community team, helping to deliver excellent stewardship to community supporters and ensure the smooth running of fundraising activities and events. The postholder will support communications, data management, supporter engagement, fulfilment of fundraising materials, event delivery and lead a specific research project to help inform future fundraising activity.

Key Responsibilities

Supporter communications and engagement

• Assist with incoming and outgoing communications via telephone, email, post and social media as required.
• Respond to enquiries from community fundraisers and supporters, providing excellent customer service and timely information.
• Build and maintain positive relationships with community supporters, fundraisers and volunteers.
• Support stewardship activity, including thank-you communications, recognition initiatives, supporter updates and follow-up.
• Support the creation and distribution of supporter communications and fundraising materials.
• Act as a positive ambassador for the organisation when engaging with supporters.

Fundraising materials and administration

• Prepare, pack and post fundraising materials, resources and supporter packs.
• Monitor stock levels of fundraising materials and assist with reordering when required.
• Provide general administrative support to the fundraising team.
• Assist in the coordination and distribution of campaign and event materials.

Data management

• Accurately record and update supporter information on the organisation's CRM or database.
• Assist with maintaining data quality and ensuring records are accurate and compliant with relevant data protection requirements.
• Support reporting and information gathering as required by the team.

Research project

• Take the lead on a designated research project to identify potential fundraising opportunities, trends, partnerships, or community engagement initiatives.
• Gather, analyse and present findings to the fundraising team.
• Produce recommendations to support future fundraising strategies and activities.
• Manage the project timeline and provide regular updates on progress.

Events support

• Provide administrative and practical support for fundraising and community events as required.
• Support attendee communications and volunteer coordination where necessary.
• Undertake other event-related duties to support the wider Fundraising team during busy periods.

​About you

We’d love to hear from you if you have:

• Excellent written and verbal communication skills.
• Strong administrative and organisational skills with excellent attention to detail.
• Confidence in using Microsoft Office applications, particularly Outlook, Word, and Excel.
• The ability to manage multiple tasks and prioritise workload effectively.
• Strong interpersonal skills and the ability to build positive relationships with supporters and colleagues.
• Experience of data entry and maintaining accurate records.
• The ability to work independently and as part of a team.

Previous experience is a similiar role is highly desirable, as is experience with CRM systems, fundraising platforms, or the charity sector.

What we offer

Working at Kidney Care UK is incredibly rewarding and you will see the life-changing impact that the charity has on kidney patients and their families:

• Flexi-time – we are flexible about start and finish times, and flexible about your location.
• Annual and Christmas leave – we offer 25 days annual leave for full time employees plus bank holidays. We also close for three days between Christmas and New Year, and you don’t need to take this from your annual leave allowance.
• Pension – you’ll be eligible for and auto-enrolled into a pension scheme where your employer will contribute 8% of your salary.
• Health cashback plan – ability to claim back a wide variety of routine medical treatments.
• Employee Assistance Programme – access to a wide variety of support including counselling, health resources and advice.
• Cycle2Work scheme
• Learning and development – you’ll be able to access the full benefits of our membership of Fundraising Everywhere, Charity Comms and NVCO.

Apply today
If you're friendly, organised, and excited by the idea of helping to make a difference every day, we’d love you to join us!

Please note that this is a temporary contract for 3 months (which may be extended but this is not guaranteed) and we need someone to start straight away, so if the right candidate comes along we reserve the right to close the advert early so do not delay!

Press Apply, where you will be asked to upload a recent CV which includes a cover letter. In your cover letter please demonstrate in no more than 2 sides of A4 how you meet the person specification within the job description.

We look forward to hearing from you.

Database Officer (Part-Time, Temporary)

Location: Hybrid working with regular attendance at a central London office (Tuesdays and Thursdays)
Hours: 21 hours per week (3 days)
Contract: Ongoing Temporary Assignment
Rate: £19.23ph

We are delighted to be supporting a national disability charity in their search for a part-time Database Officer to join their fundraising operations team on an ongoing temporary basis.

This is an excellent opportunity for a data-focused administrator with strong CRM and Excel skills to play a key role in supporting fundraising activity. You'll be responsible for processing donations, maintaining accurate supporter records and ensuring income data is recorded and reconciled efficiently.

Working closely with fundraising and finance colleagues, you'll help ensure high-quality data management and provide vital support to the charity's income processing function.

Key Responsibilities

• Process donations received through multiple channels including online, post and telephone.
• Accurately record and import fundraising income into the organisation's CRM system.
• Support the processing of income received via third-party fundraising platforms.
• Maintain accurate and up-to-date supporter records.
• Assist with data cleansing, deduplication and other data quality projects.
• Work closely with the Finance team to ensure income is coded correctly and reconciled in a timely manner.
• Contribute to the continuous improvement of data management processes and procedures.

About You

We are looking for someone who is highly organised, detail-oriented and confident working with large volumes of data.

You will have:

• Experience using Microsoft Dynamics 365 or a similar CRM database.
• Previous experience processing data and completing administrative tasks to a high degree of accuracy.
• Strong Excel skills, including experience using formulas to manipulate and cleanse data.
• Experience working with large datasets and maintaining data quality.
• Excellent attention to detail and a methodical approach to work.
• The ability to prioritise a busy workload and manage competing deadlines.
• Good communication skills and the confidence to work collaboratively across teams.
• An understanding of GDPR, data protection principles and Gift Aid processes would be advantageous.

Please apply now for immediate consideration.

Interim Events Manager

We’re working with a well-known UK charity to recruit an experienced Interim Events Manager to lead the delivery of a busy programme of fundraising and organisational events.

This is a hands-on role managing two flagship fundraising events, alongside the charity’s awards ceremony and initial planning for its 2027 events programme. You’ll oversee everything from project plans and budgets through to table and team sales, sponsorship, auctions and raffles, ensuring supporters and partners receive an excellent experience.

You’ll also work closely with senior volunteers and manage an Events Officer.

The successful candidate will have:

• Experience managing a programme of events within the charity or commercial sector

• Strong fundraising event delivery experience

• Experience generating income through event sales, sponsorship, auctions or raffles

• Excellent project and budget management skills

• Experience working with senior stakeholders or volunteers

• CRM database experience

• Previous line management experience

What’s on offer

• Full-time interim contract until 31 October 2026.

• Hybrid working, with approximately two days per week in the central London office.

• The opportunity to lead several high-profile events for a well-known UK charity.

• An immediate start is preferred.

How to apply

To apply, please submit your CV demonstrating your suitability for this role. Applications will be reviewed on a rolling basis, so early applications are encouraged.

Our commitment to diversity

The Talent Set and our client are committed to diverse and inclusive recruitment practices, ensuring equal opportunities for all applicants regardless of race, sexual orientation, disability, age or gender. We actively encourage applications from a wide range of backgrounds and are happy to make reasonable adjustments throughout the recruitment process.

THINK is expanding our Data function and looking for find a Data Consultant who can help achieve that growth.

THINK Data is the specialist data function of THINK, working exclusively in the charity and not-for-profit sector. We combine deep sector knowledge with hands-on technical expertise across three core areas: data health, analytics and insight, and CRM system challenges. 

Led by the Director of THINK Data, the team covers key elements of data strategy with charity clients to help them get more from their data and make better decisions. Discovering the challenges around the infrastructure of systems, processes and insight capability charities need to make data work harder for their mission. The Director leads on new business generation, team development, innovation in data products and thought leadership across the sector. Part of that innovation is exploring the best ways to use AI in how we work and how we advise clients, taking a considered and human approach. 

The Data Consultant role centres on data discovery and consultancy - working with charity clients to understand their data challenges and shape practical roadmaps for change. Alongside this you will contribute to client delivery, own key internal systems, and help develop new products and services. 

This is an opportunity to grow. We are looking for a driven, ambitious individual with a background in charity fundraising and experience in data analysis and management, who is ready to take a step up into consultancy. The role offers a clear path to develop from Data Consultant to Senior Data Consultant, with the potential over time to progress towards Data Director. The right person will help shape the future of THINK Data and grow as the function grows. 

To apply please follow the guidance in the Candidate Pack. Informal calls with Steve White, Director of THINK Data or Matt Smith, Managing Director of THINK are available upon request. 

Director of Finance & Operations

Resource Justice Network

9 – 12 Month FTC (an immediate permanent appointment is also possible)

£90,374 per annum (or, the day rate equivalent Outside IR35)

About Resource Justice Network

Resource Justice Network (RJN) is the world's largest civil society network advocating for just and equitable governance of the planet's natural resources.

Growing out of the Publish What You Pay campaign, the member-led network now brings together over 1,000 organisations in more than 50 countries — primarily in the Global South, where extractive and energy industries operate.

With two decades of experience securing transparency, accountability and justice in the oil, gas and mining sectors, RJN works at every level, from frontline communities to global policy, towards a vision of shared prosperity on a thriving planet: societies governing their natural resources in just and equitable ways, in harmony with the planet.

Having undergone significant transformation, notably the launch of a new organisational strategy, Strategy 2030, Resource Justice Network is seeking an exceptional Director of Finance & Operations to join a passionate, highly capable, Senior Leadership Team and play a pivotal role in shaping the next chapter of a global, member-led movement.

Reporting to the Executive Director, the Director of Finance & Operations will be a trusted strategic advisor to both the Executive Director and Global Board, with responsibility for stewardship of the organisation’s finances and management of funding in a complex, ever-evolving, landscape.

Whilst the role retains responsibility for Operations, you'll be supported by an experienced Head of Operations who leads day-to-day operational delivery. You'll also be supported by a highly capable Management Accountant and Grants & Compliance Accountant, enabling you to drive strategic financial direction while also overseeing and delivering the statutory responsibilities of the role too.

Key Responsibilities

· Provide strategic financial leadership to the Executive Director, Global Board and Finance & Fundraising Committee.

· Lead the annual budgeting process, quarterly forecasting, multi-year financial planning and scenario modelling.

· Support fundraising by providing robust financial analysis and reviewing funding proposals.

· Ensure excellent stewardship of restricted donor funding and organisational reserves.

· Lead and develop the finance function, encompassing a highly capable Management Accountant and Grants & Compliance Accountant.

· Oversee the organisation's banking and cash management.

· Lead the annual audit, acting as the main point of contact for external auditors.

· Support the Head of Operations in overseeing organisational operations and governance.

· Produce clear, insightful financial reporting that enables effective decision-making.

· Maintain robust financial controls, compliance and organisational accountability across an international operating environment.

The successful candidate will have:

· A recognised accounting qualification (ACA, ACCA, CIMA or UK-recognised equivalent).

· Experience operating as the number one in finance, supporting executive and non-executive directors

· Significant experience working in an international donor-funded organisation, with a strong understanding of restricted donor funding and grant management.

· Experience working across diverse countries, cultures and governance structures.

· Proven ability to build effective relationships with Boards, Executive teams and non-finance stakeholders.

· Excellent communication skills, with the ability to translate complex financial information into clear, practical insight.

· A collaborative leadership style, sound judgement and the confidence to provide constructive challenge.

· Experience overseeing operational functions such as HR, governance or IT would be advantageous but is not essential.

Salary & Benefits

· Salary of £90,374.

· 8% employer pension contribution.

· 40 days annual leave, inclusive of public holidays.

· Hybrid working, with attendance at the London office one day per week.

· The opportunity to help shape the future of an internationally respected organisation making a tangible difference across more than 50 countries.

Lead the operations, governance and compliance that enable Solving Kids' Cancer UK to deliver its mission and impact for children and families affected by neuroblastoma. Reporting to the Chief Executive, you will play a critical role in ensuring the charity operates effectively, compliantly and sustainably.

This broad and varied leadership role spans governance, risk, HR, IT, data protection and organisational operations, supporting delivery of the charity's strategy through robust systems, policies and processes. Acting as Company Secretary, you will work closely with the CEO and Board of Trustees, providing advice on governance, regulatory requirements and best practice. As a member of the Leadership Team, you will oversee key operational functions, lead cross-organisational projects and deputise for the CEO where required.

Who are we looking for?

We are looking for a strategic, highly organised and values-driven leader with strong experience in charity operations, governance and compliance. You will have a track record of ensuring organisations are well run, compliant and effectively managed, with the ability to oversee multiple operational areas and support strong governance and decision-making at Board level.

You will be comfortable working across a broad remit, including governance, risk, HR, IT and data protection, and confident providing clear, practical advice to senior leaders and trustees.

Person specification

Key requirements include:

• Significant senior-level experience in operations, governance or compliance within a charity or similar environment. 
• Strong understanding of charity governance and regulation, with experience supporting boards and senior leadership. 
• Experience overseeing organisational functions such as HR, IT, data protection or risk. 
• Proven ability to manage multiple priorities and lead cross-organisational work effectively. 
• Strong judgement, integrity and the ability to handle sensitive matters with discretion. 

See our Recruitment Pack for the full role description and specification and for information about Solving Kids' Cancer UK. 

This is an opportunity to make a significant contribution at the heart of a small, ambitious charity where strong operations are a vital enabler of impact for children and families.

Location: Home-based, within easy reach of London, with regular travel to the London office and occasional UK-wide travel.

First-stage interview: Thursday 6 August 

Second-stage interview: Thursday 13 August

The International Agency for the Prevention of Blindness (IAPB) is partnering with Robertson Bell on a retained basis to recruit a Director of Finance on a permanent basis. This is a rare opportunity to join a globally influential organisation at a pivotal point in its growth, leading the transformation of the finance function whilst helping drive the organisation's ambitious mission to eliminate avoidable sight loss worldwide.

This is far more than a traditional Finance Director role. The successful candidate will inherit a finance function ready for transformation, with the full backing of an ambitious Senior Leadership Team committed to investing in modern systems, stronger processes and strategic financial leadership. It is an exceptional opportunity for an ambitious finance leader looking to make their first move into a Director position, whilst remaining close to the operational detail and leading meaningful organisational change.

The role

• Partner with the Deputy CEO and Senior Leadership Team to shape the organisation's financial strategy and support the delivery of its ambitious three-year strategic plan.
• Lead the transformation of the finance function, moving from manual, spreadsheet-led reporting to streamlined systems, efficient processes and insightful business partnering.
• Oversee budgeting, forecasting and financial planning, including scenario modelling to support significant organisational growth and major international funding opportunities.
• Deliver high-quality management reporting for the Executive Team, Finance & Audit Committee, Board of Trustees and major international funders.
• Lead the production of statutory accounts, oversee the annual audit process and ensure full compliance with Charity Commission, Companies House and tax requirements.
• Develop robust financial controls, policies and governance frameworks that support a growing international charity.
• Manage treasury activities, cashflow and foreign currency exposure across an increasingly global operation.
• Build strong relationships with budget holders across the organisation, embedding a proactive and commercially minded finance business partnering culture.
• Lead, develop and mentor a small finance team, fostering a collaborative and high-performing environment.
• Play a key leadership role in organisational decision-making, helping ensure finance is viewed as an enabling function that supports innovation and impact.

The organisation

The International Agency for the Prevention of Blindness is the only global alliance dedicated to eliminating the world's avoidable vision crisis. Representing NGOs, professional associations, hospitals, academic institutions, corporations and philanthropies, IAPB works to influence policy, mobilise investment and strengthen health systems across the world.

The organisation has experienced significant growth in recent years, expanding to over 50 staff and securing substantial new investment to support its ambitious global agenda. This includes convening the inaugural Global Summit for Eye Health in November 2026, bringing together heads of government, multilateral organisations and major funders to accelerate progress towards ending avoidable sight loss for the 1.1 billion people currently living without access to the eye care they need.

With strong leadership, genuine investment in organisational development and a culture built around being ambitious, collaborative, inclusive and strategic, IAPB offers an outstanding opportunity to shape both the finance function and the future direction of the organisation.

Essential criteria

• Fully qualified accountant (ACA, ACCA, CIMA or equivalent).
• Experience working within an international charity.
• Strong understanding of charity finance, including restricted funding, grant reporting and Charity SORP.
• Demonstrable experience producing high-quality financial reporting, budgeting and statutory accounts.
• Experience improving financial systems, controls and reporting processes.
• Proven ability to build effective relationships with senior stakeholders, trustees and non-finance colleagues.
• Strong leadership skills, with experience developing and supporting finance teams.
• Commercial mindset with the ability to translate financial information into strategic insight.
• Excellent communication skills, with confidence presenting complex financial information to a range of audiences.

Apply now

This is a permanent, full-time position with a salary of £87,000 based on a hybrid working model requiring one day per week in the London office, typically on Tuesdays.

The role offers an excellent benefits package, including a 10% employer pension contribution, 30 days annual leave plus bank holidays, flexible working, enhanced family leave policies and an Employee Assistance Programme.